Baird Financial Group
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Baird Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Baird Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49M Buy
57,974
+8,436
+17% +$226K ﹤0.01% 1145
2025
Q4 		$1.33M Buy
49,538
+12,206
+33% +$326K ﹤0.01% 1156
2025
Q3 		$983K Buy
37,332
+2,256
+6% +$57.3K ﹤0.01% 1253
2025
Q2 		$857K Buy
35,076
+7,045
+25% +$159K ﹤0.01% 1254
2025
Q1 		$619K Sell
28,031
-8,224
-23% -$191K ﹤0.01% 1325
2024
Q4 		$840K Buy
36,255
+16,503
+84% +$385K ﹤0.01% 1225
2024
Q3 		$447K Buy
19,752
+5,151
+35% +$112K ﹤0.01% 1417
2024
Q2 		$313K Hold
14,601
– – ﹤0.01% 1545
2024
Q1 		$302K Buy
14,601
+2,724
+23% +$53.6K ﹤0.01% 1548
2023
Q4 		$223K Sell
11,877
-4,158
-26% -$73K ﹤0.01% 1610
2023
Q3 		$270K Sell
16,035
-957
-6% -$16.8K ﹤0.01% 1537
2023
Q2 		$297K Buy
16,992
+474
+3% +$7.83K ﹤0.01% 1510
2023
Q1 		$266K Sell
16,518
-4,578
-22% -$72K ﹤0.01% 1528
2022
Q4 		$318K Buy
21,096
+2,967
+16% +$44.9K ﹤0.01% 1438
2022
Q3 		$256K Buy
18,129
+3,228
+22% +$50.6K ﹤0.01% 1515
2022
Q2 		$222K Buy
+14,901
New +$241K ﹤0.01% 1670
2022
Q1 		– Sell
-14,814
Closed -$281K – 1918
2021
Q4 		$281K Buy
+14,814
New +$274K ﹤0.01% 1705
2016
Q1 		– Sell
-27,786
Closed -$225K – 1269
2015
Q4 		$225K Buy
+27,786
New +$227K ﹤0.01% 1136
2015
Q3 		– Sell
-26,112
Closed -$214K – 1312
2015
Q2 		$214K Buy
+26,112
New +$219K ﹤0.01% 1206

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Baird Financial Group's SCHX Position: Q1 2026 in Review

Baird Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 17% in Q1 2026, buying an estimated $226K and bringing the position to 57,974 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Baird Financial Group first reported a position in SCHX in Q2 2015 and has held it in 19 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Baird Financial Group held 57,974 shares of Schwab US Large- Cap ETF worth $1.49M as of Q1 2026.
  • Baird Financial Group bought 8,436 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $226K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1145 holding.
  • Baird Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 19 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.